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"Market-based inflation expectations falling like a rock"
"We think that compared with the bubbles of the past, AI looks closer to the benign unleveraged variety"
"Bloomberg Intelligence projects that generative AI alone could generate $1.8 trillion dollars in annual revenue by 2032"
"LinkUp just forecasted that the U.S. economy lost 5,000 jobs in October"
"Companies offering negative surprises have been heavily, heavily punished"
"When a cycle doesn’t follow its usual pattern, it says something about the underlying trend"
